Workflows | PageProof Help Center

Workflows

Learn how to create and use workflows to easily route your proof through groups of reviewers, each proofing in turn.

6 articles in this collection
Written by Sammy, Larissa Devereaux, and Shana Bonalos

What is the gatekeeper role?

Who should be a gatekeeper, and how does this role affect your workflow?

Written by Shana Bonalos
Updated over a week ago

Deleting and duplicating a workflow template

Read on to know how to manage your workflow templates effectively.

Written by Shana Bonalos
Updated over a week ago

A guide on workflows

Here’s an explanation of all the different roles that you can have on a proof using a workflow (reviewer, mandatory, gatekeeper)

Written by Sammy
Updated over a week ago

Sharing a workflow template

Once you have created a workflow template, you can share the template with others so they can use it when creating proofs too.

Written by Larissa Devereaux
Updated over a week ago

Assigning the inviter permission for a reviewer

As the proof owner, you can allow a reviewer to invite others to review the proof.

Written by Larissa Devereaux
Updated over a week ago

Mandatory reviewers

Do you have key stakeholders who must look at the proof? Make their review mandatory in the proof’s workflow.

Written by Larissa Devereaux
Updated over a week ago